Export the client list to a spreadsheet for reporting, sharing, or feeding into another system.

  1. Click Clients in the sidebar.
  2. (Optional) Apply filters or switch to a saved view so the list shows the rows you want.
  3. Click the three-dot menu in the top right.
  4. Under Data Management, choose Export as CSV or Export as Excel.
  5. The file downloads with one row per client.

The columns in the export match the columns visible in the list — open Manage Columns to add custom fields, addresses, or other data points before exporting.

Tip: Use the same column layout to round-trip data: export to Excel, edit in bulk, re-upload via Import to apply your changes back to the platform.

Note: Exporting respects your access permissions. Fields that are hidden from your access level (e.g. financial data for a Restricted user) are not included in the export.